WILLIAM MADISON ADVISORS, INC.

RIASEC RegisteredEst. 2018

Total AUM

$498M

Discretionary

$498M

100% of AUM

Avg account

$300K

Accounts

1,658

Employees

Advisory reps

Firm details

Headquarters: ABILENE, Texas
CRD number: 294782
Registered since: May 29, 2018
Website: www.carterasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI68.56%
Individuals28.52%
Charitable Organizations2.08%
Corporations / Businesses0.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

William Madison Advisors, Inc. is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families, small businesses and institutions. The firm leans heavily on pooled public funds and mutual funds as the core of client portfolios while supplementing those exposures with third‑party alternative managers in real assets and energy. Fee arrangements include percentage of AUM and hourly billing, reflecting a mix of ongoing portfolio management relationships and project-based planning work. William Madison Advisors, Inc. was SEC‑registered in 2018 and operates as an owner‑managed, independent RIA. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.